Equinox.co.za - Unit Trusts Online - products

By: Equinox  11-11-2011
Keywords: Retirement Funds

Equinox offers a Retirement Annuity fund, a Pension Preservation fund and a Provident Preservation fund. These funds have been designed to give investors a transparent, flexible and cost effective pricing structure, as well as wide range of underlying unit trust investment choices.

Our unique online technology allows you to track the status of your investment and the value of your investments on a real time basis.

  • An annual certificate issued by the Compliance Officer or appointed auditors of the investment management company confirming that the investment instrument complies with regulation 28 guidelines on an ongoing basis.
    (The certificate must be dated on any day within the Equinox retirement fund financial year being 1 March to 28 February of each year.)
  • A supplemental deed confirming that the said investment instrument will be managed according to retirement fund regulation and is suitable for retirement funds.

The trustees of the retirement funds review the list of compliant investment instruments regularly and might from time to time decide to remove investment instruments based on performance or compliance criteria not being met. This means that you can select the very best fund managers, and switch as and when you please.

The Equinox Retirement Annuity Fund provides investors with a tax efficient vehicle to save for retirement. It is ideal for self employed investors or those who wish to top up existing contributions to their pension or provident fund.

Our Retirement Annuity fund enables investors to contribute to the fund on an 'as and when' basis without any penalties, which makes it ideal for those who have an irregular income stream.

Contributions to the Equinox Retirement Annuity Fund can be made on a lump sum basis or by debit order. Debit orders can be reduced, stopped and resumed as your circumstances change.

The focus is on simplicity, choice and transparency. The Equinox Retirement Annuity Fund does not offer any guarantees. Neither does it include any insurance component, which means significant cost savings and no complicated policy tie-ups.

Keywords: Retirement Funds

Other products and services from Equinox


Equinox.co.za - Unit Trusts Online - newaccount

There you'll be able to create your own portfolio, or multiple portfolios, complete your personal details, add bank accounts, and invest as you wish. You can decide to invest in single sums, which you can deposit, or instruct us to collect from your chosen bank account. We will need to receive certain documents from you before we can act on your instructions. You will not be charged any fees until you place an investment order.


Equinox.co.za - Unit Trusts Online - transfers

Transfer the administration of your unit trust investments to Equinox from any other Linked Investment Service Provider or unit trust management company, and you will start to benefit from our low fees and consolidated investment services immediately. If you are not already registered with us, take a couple of minutes to register yourself online now. Print out and fill in our Transfer Form. A transfer will cost you nothing.


Equinox.co.za - Unit Trusts Online - articles

It is not intended to provide personalised financial advice, and should not be construed as such. It does not take into account any person's specific circumstances. The value of your investments can go down as well as up. All investments, including unit trusts, carry risk.